Salesforce.com Inc (CRM)vsMarvell Technology Group Ltd (MRVL)
CRM
Salesforce.com Inc
$181.22
-2.59%
TECHNOLOGY · Cap: $145.74B
MRVL
Marvell Technology Group Ltd
$156.57
+2.18%
TECHNOLOGY · Cap: $143.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 407% more annual revenue ($41.52B vs $8.19B). MRVL leads profitability with a 32.6% profit margin vs 18.0%. CRM appears more attractively valued with a PEG of 0.97. CRM earns a higher WallStSmart Score of 70/100 (B).
CRM
Strong Buy70
out of 100
Grade: B
MRVL
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+75.8%
Fair Value
$748.09
Current Price
$181.22
$566.87 discount
Intrinsic value data unavailable for MRVL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Generating 5.3B in free cash flow
Keeps 33 of every $100 in revenue as profit
Earnings expanding 106.3% YoY
Large-cap with strong market position
Revenue surging 22.1% year-over-year
Areas to Watch
Grey zone — moderate risk
Expensive relative to growth rate
Trading at 9.3x book value
Grey zone — moderate risk
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, PEG Ratio. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : MRVL
The strongest argument for MRVL centers on Profit Margin, EPS Growth, Market Cap. Profitability is solid with margins at 32.6% and operating margin at 18.7%. Revenue growth of 22.1% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : MRVL
The primary concerns for MRVL are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 53.5x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while MRVL is a growth play — different risk/reward profiles.
MRVL carries more volatility with a beta of 1.82 — expect wider price swings.
MRVL is growing revenue faster at 22.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (70/100 vs 66/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Salesforce.com Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
Visit Website →Marvell Technology Group Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Marvell Technology, Inc. designs, develops, and sells analog, mixed-signal, digital signal processing, and integrated and independent integrated circuits. The company is headquartered in Wilmington, Delaware.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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